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Our Team

Ronald J. Van Surksum, CFP®
Certified Financial Planner™ Professional

Ronald J. Van Surksum is our Certified Financial Planner and a valued part of our team. He meets with our clients and forms unique and personalized plans based on each person’s distinct financial situation. When you meet with Ron you’ll talk about your goals and hopefully understand on a deeper level what you need to do to reach them! Ron is located on the South and West side of Grand Rapids

Gabriel Allen Jones

Gabriel Jones has many responsibilities at Advanced Asset Management, but his primary focus is on investment research and market analysis. For more than a decade Gabriel has provided invaluable market analysis and research for individuals with a focus on academics. He personally meets with investment firms and investment managers in order to provide clients with new insights and investment opportunities. Gabriel also is in charge of ensuring that Advanced Asset Management is in total compliance with laws, regulations, and company policies.

Mary Polmanteer

Mary takes on the role of administration here at Advanced Asset Management. For the past 11 years she has been answering phones, greeting new faces with a friendly smile, and creating informative reports for the team when needed. We are excited to have Mary as a valued part of our team and support staff here at AAM.

Helping You Develop Wealthy Habits

All information herein has been prepared solely for informational purposes, and is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or investment or to participate in any particular trading strategy.